SVP Wealth Management

Community State Bank
Ankeny, Iowa
$175,000 annual
Sep 05, 2023
Oct 05, 2023
Full Time

Community State Bank is looking for a SVP Wealth Management. Under the direction of the CEO, the incumbent uses knowledge and skills obtained through experience to build, lead and support the implementation and ongoing operations of the Wealth Management and Trust Services Department. As a start-up Department, incumbent will be responsible for setting the vision for the Department and defining overall strategy from launch to scale. Driving growth, profitability and company value will be key measures of success. Along with P&L management and responsibility, incumbent will provide updates, education and requests to key internal stakeholders to enhance organizational awareness of the business as well as obtain support for the growth and success of the business.

Ideal candidates will have a minimum of ten plus years' experience working within a Trust Department or broad Wealth Management business experience. Significant experience in business development and client relationship management activities. Financial Planning and investment management acumen a plus. Bachelor's Degree required, JD, MBA, CFP, CFA, and CTFA. Etc. a plus. Management experience overseeing the work of professional level employees. Excellent communication and relationship skills. Committed to fostering and preserving a culture of diversity, equity and inclusion.

If you have a passion for building relationships and a relentless desire to do the right thing for your co-workers, customers, and community, you may be the perfect fit for our Community State Bank team. CSB hires people from a variety of backgrounds, not just because it's the right thing to do, but because it makes us stronger. We offer amazing opportunities for career progression, and we'll work with you to explore your career path and goals. We invest in our employees and your family by providing a 401k, employee stock purchase plan, health/dental/vision insurance, educational reimbursement, volunteer opportunities in the community and a full range of additional benefits.

Pre-employment credit check, criminal background check and drug screen is required.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.